The Wealth Forum Dublin: The Merrion Hotel

The Wealth Forum Dublin: a premium event for top fund selectors from Ireland.

Taking place on Thursday 18th September, the Wealth Forum Dublin will bring together investment experts from 6 leading asset managers including: Premier Miton, Trium, Natixis, Carmignac, Rathbones and Wellington Investments.

https://wealthwise.media/wp-admin/edit.php?post_type=eventThis conference provides fund selectors, wealth managers and researchers with the opportunity to discuss industry themes and delve into fund specifics with fund providers as well as peers.

The event will also include a networking breakfast and lunch, and qualify for structured CPD.

Agenda

18th September

8:00 - 9:00

Arrival and Registration

9:00- 9:10

Welcome and Introduction

9:10- 12:30

Presentations

12:30- 13:30

Lunch

13:30

Departure

Content & Speakers

The line-up of speakers, along with their detailed profiles and presentation topics includes the fund managers listed below. Stay tuned for additions to this exciting lineup of experts, thought leaders, and industry innovators who will be sharing their insights and knowledge at the event.

Rathbone Ethical Bond Fund

Lead manager

Bryn Jones

Rathbones

Bryn is the head of fixed income for Rathbones and is lead manager on a number of fixed income funds for Rathbones Asset Management Limited. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets. Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbone Banking Committee. He is a WMA representative for the HMT DMO’s (His Majesty’s Treasury - Debt Management Office) Gilt market consultation process. Bryn appears regularly on CNBC and Bloomberg TV. He also sits on the IA Fixed Income Committee. Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995 Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbone Banking Committee. He is a WMA representative for the HMT DMO’s (His Majesty’s Treasury - Debt Management Office) Gilt market consultation process. Bryn appears regularly on CNBC and Bloomberg TV. He also sits on the IA Fixed Income Committee.

Out of favour, into focus: Contrarian investing in Europe

Wellington Focused European Equity Fund

What happens when you invest where others won’t? In a market dominated by short-term noise and consensus thinking, the Wellington Focused European Equity Fund charts a different course. This high conviction, all-cap, pan-European equity strategy targets quality companies that have been overlooked – often where markets have overreacted to negative news. With a contrarian lens and time-tested approach, we seek resilient businesses with strong fundamentals – putting out-of-favour into focus. The Wellington Focused European Equity Fund: discover a fund that’s anything but ordinary.

Investment Director

Thomas Kramer

Wellington Management

As an investment director in Investment Product and Fund Strategies, Thomas works closely with the equity investment teams he partners with to help ensure the integrity of their investment approaches. This includes meeting regularly with the teams and overseeing portfolio positioning, performance, and risk exposures. He contributes to developing new products and client solutions and managing business issues such as capacity, fees, and guidelines. He also meets with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance.

Premier Miton (Ireland) US Opportunities Fund, Premier Miton US Opportunities Fund, Premier Miton US Smaller Companies Fund

Fund Manager

Hugh Grieves

Premier Miton

Hugh Grieves joined Premier Miton in January 2013. Prior to this, he worked for Herald Investment where he was responsible for managing the Herald Worldwide Fund. From 2000-2008 he co-managed the technology funds at Societe Generale Asset Management Ltd and solely managed the funds from 2008-2009. Prior to that, Hugh worked in the US smaller companies team at Gartmore. Hugh is a CFA Charterholder.

Trium Multi-Strategy UCITS

Head of Multi-Strategy

Donald Pepper

Trium

Donald joined Trium Capital as Co-CEO in 2017. He took on the role of Head of Multi-Strategy in October 2024, having been on the Multi-Strategy Investment Committee for several years prior to this. He began his career at Goldman Sachs in 1987 in Fixed Income. In 2000, he started to focus on Hedge Funds in Prime Brokerage at Goldman Sachs and Merrill Lynch, where he was Managing Director of Prime Brokerage in EMEA until 2008, when he moved to become Head of Hedge Funds at New Star Asset Management and Henderson Global Investors, His responsibilities included being Co-Portfolio Manager of two Multi-Strategy Hedge Funds. In 2010, Donald moved to TT International as Investment Director before joining Old Mutual Global Investors in 2012 as Managing Director of Alternatives, where he was a member of the Quarterly Investment Committee and the Style Premia Investment Committee. Donald read Philosophy, Politics & Economics at The Queen’s College, Oxford, where he received an MA. He is a CFA Charterholder and holds the CFA Certificate in ESG Investing.